VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,889,150 | +4.3% | 21,626 | +8.3% | 0.48% | +4.5% |
| Q2 2023 | $5,649,060 | +40.6% | 19,964 | +24.0% | 0.46% | +32.6% |
| Q1 2023 | $4,017,639 | +151623.5% | 16,106 | +29.6% | 0.35% | +44.6% |
| Q4 2022 | $2,648 | -99.9% | 12,427 | +29.8% | 0.24% | +14.7% |
| Q3 2022 | $2,049,000 | -6.4% | 9,574 | -2.5% | 0.21% | -0.5% |
| Q2 2022 | $2,188,000 | -20.1% | 9,818 | +3.1% | 0.21% | -12.4% |
| Q1 2022 | $2,739,000 | +18.6% | 9,521 | +32.3% | 0.24% | +16.3% |
| Q4 2021 | $2,309,000 | +130.7% | 7,195 | +108.6% | 0.21% | +110.1% |
| Q3 2021 | $1,001,000 | +9.8% | 3,450 | +8.5% | 0.10% | +10.0% |
| Q2 2021 | $912,000 | +9.6% | 3,179 | -1.7% | 0.09% | +2.3% |
| Q1 2021 | $832,000 | -5.7% | 3,235 | -7.0% | 0.09% | -12.0% |
| Q4 2020 | $882,000 | +16.7% | 3,480 | +4.8% | 0.10% | +11.1% |
| Q3 2020 | $756,000 | +17.4% | 3,320 | +4.2% | 0.09% | +20.0% |
| Q2 2020 | $644,000 | +44.1% | 3,186 | +11.8% | 0.08% | +27.1% |
| Q1 2020 | $447,000 | +147.0% | 2,851 | +186.5% | 0.06% | +168.2% |
| Q4 2019 | $181,000 | -42.7% | 995 | -47.6% | 0.02% | -47.6% |
| Q3 2019 | $316,000 | +1.3% | 1,899 | +0.4% | 0.04% | +2.4% |
| Q2 2019 | $312,000 | -84.4% | 1,892 | -84.6% | 0.04% | -84.5% |
| Q1 2019 | $1,998,000 | +12.5% | 12,252 | -0.8% | 0.26% | +1.9% |
| Q4 2018 | $1,776,000 | +3250.9% | 12,348 | +3438.1% | 0.26% | +2777.8% |
| Q3 2018 | $53,000 | -1.9% | 349 | 0.0% | 0.01% | +12.5% |
| Q2 2018 | $54,000 | -10.0% | 349 | -16.7% | 0.01% | -11.1% |
| Q1 2018 | $60,000 | -32.6% | 419 | -29.0% | 0.01% | -30.8% |
| Q4 2017 | $89,000 | +12.7% | 590 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $79,000 | – | 590 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |